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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,209 | $125,190+69.5% | $105,624+100.9% | $145,897+45.5% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 8.96% | 225.22%-216.3pp | 116.20%-107.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,344 | $3,720-37.0% | $3,168-26.0% | $4,663-49.7% |
| Participant deferral / active EE | $9,022 | $5,716+57.8% | $5,013+80.0% | $6,689+34.9% |
| Admin fee / account holder | $61,266 | $17,138+257.5% | $10,961+458.9% | $13,390+357.5% |